Personal Financial Plan Infographic

Trident Financial Planning

Personal Financial Planning for young professionals and young families with children. While the focus is on middle-class, beginning investors, the brand must speak to customers at the middle and upper end of the net worth scale.

Hi, I need a professional designer to create a template for me to use with financial planning clients to present their financial information in an "infographic" type of document. The sample shows the information that I need to present, but I'm not satisfied with the format and aesthetics. I would like the first page in the attached file to be the overview page, with the subsequent pages dedicated to presenting each subtopic in more detail with comments, analysis, and recommendations. My logo, fonts, and brand color are on the second attachment, in case that's helpful. I'm really just interested in making the presentation look and feel more professional.

I'm looking for a sleek, professional presentation to high net worth people. I'm looking for the design you provide to be a template for many different clients in different situations. I will need to adjust the template using LucidChart or Google Draw or another design platform, but I'm looking for design ideas for the presentation.